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Komax group targets revenues of more than chf 1 billion and ebit of over chf 120 million for 2028

The Komax Group has revised its Strategy 2028 and set itself ambitious targets. It aims to continue its strong and profitable growth and to generate r...

September 28, 2023, 6:14 am

Th international limited: updates warranting strong buy (part 1)

TH International (the exclusive franchisee of Tim Hortons coffee shops in China) has seen its stock hit new lows despite a clear improvement in fundam...

September 28, 2023, 1:01 am

Palo alto networks: a strong secular uptrend, supported by an efficient r&d strategy

Palo Alto Networks is a buy due to the continued demand for cybersecurity solutions and the company's efficient R&D strategy. PANW has seen consistent...

September 27, 2023, 11:15 pm

Nustar: a look at the declining distribution coverage

NuStar Energy's preferred shares have performed better than its common shares, with the 7.625% Series B Fixed to Float Cumulative Redeemable Perpetual...

September 27, 2023, 5:34 pm

A long-term pump: buy concrete pumping

BBCP is a construction services company specializing in concrete pumping and waste management. BBCP's Eco-Pan division has a consistent 40% ...

September 27, 2023, 7:41 am

Soluna’s project dorothy 1 reaches full bitcoin mining capacity

Soluna reaches full bitcoin mining capacity of 50MW, with over 2.6 EH/s installed. Soluna CEO highlights progress on development and cost optimization...

September 26, 2023, 9:59 pm

Intuitive surgical: company has everything you could want, except for one thing

Intuitive Surgical's capital allocation has underperformed in recent years, but with no debt, the ROIC-WACC spread is still excellent. However, the EV...

September 26, 2023, 9:54 pm

Jpmorgan's uk digital bank blocks customers from buying crypto

From Oct. 16, Chase UK customers will "no longer be able to make crypto transactions via debit card or ...

September 26, 2023, 11:34 am

Fat brands (fat) expands portfolio with smokey bones acquisition

FAT Brands (FAT) expands into the barbecue dining sector with the Smokey Bones acquisition, anticipating a $10 million ...

September 26, 2023, 10:31 am

Ati: improving margin profile provides support for the premium valuation

ATI Inc. stock has delivered strong returns despite weakness in its largest division, Advanced Alloys & Solutions. Investors appear to be drawn by dev...

September 26, 2023, 9:52 am

Builders firstsource: declining commodity price and housing demand

Builders FirstSource is facing challenges as the lumber industry bounces back from pandemic disruptions, leading to a decrease in commodity prices and...

September 26, 2023, 2:14 am

Radiant logistics: underwhelming q4 fy23 results, but still undervalued

The company's Q4 FY23 revenues slumped by almost 40%, while adjusted ebitDA dipped below $10 million du...

September 25, 2023, 11:49 pm

Caci international: good business, but with limited upside potential

CACI International is a provider of technology and expertise to national security and government modernization efforts. The company derives 72% of its...

September 25, 2023, 4:47 pm

Peloton stock faces 'increased uncertainty,' says ubs

UBS analyst Arpine Kocharyan cut her price target on Peloton stock to $4 from $8, and kept a Sell rating. She also cut sales and ...

September 25, 2023, 2:39 pm

Is american tower a buy after the much needed correction?

With the tightening capital market and dilutive/debt-laden nature of REITs in general, it is unsurprising that AMT has similarly lost -43% of its valu...

September 25, 2023, 2:00 pm

Algoma steel: deeply undervalued steel producer undergoing a radical transformation

Algoma Steel is transitioning to Electric Arc Furnace steel production, which will reduce maintenance costs, increase steel production, and improve ma...

September 25, 2023, 10:44 am

Topgolf callaway brands: robust financial performance, future growth driven by changing demographics

MODG is a buy due to its strong financial performance, pricing power, and optimistic growth outlook. MODG has demonstrated impressive revenue growth a...

September 24, 2023, 5:17 am

Genuine parts company: growth to continue at the current mid-single-digit pace.

GPC operates in two key segments, the Automotive Parts Group (APG) and the Industrial Parts Group (IPG), with APG contributing around 60% of ...

September 24, 2023, 2:44 am

Lindt & sprungli: ebit growth remains encouraging

Lindt & Sprungli has seen growth in ebit margin and a steady net debt to ...

September 23, 2023, 11:11 am

Verallia: trading at a 13% free cash flow yield and 8x earnings

Verallia's H1 results exceeded expectations, with a total organic revenue increase of almost 29%. The company's ...

September 23, 2023, 10:40 am


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